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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,395 | $88,672-3.7% | $105,223-18.8% | $82,448+3.6% |
| Participation rate | 55.3% | 67.9%-12.6pp | 75.0%-19.7pp | 68.1%-12.7pp |
| Annual return | 25.95% | 30.86%-4.9pp | 180.65%-154.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $2,153 | $3,048-29.4% | $3,689-41.6% | $2,551-15.6% |
| Participant deferral / active EE | $4,865 | $4,036+20.6% | $5,072-4.1% | $4,139+17.5% |
| Admin fee / account holder | $5,333 | $7,146-25.4% | $8,859-39.8% | $7,234-26.3% |